Wealth Manager

Koins Bank, a member of Primera Africa Group, is a fully licensed microfinance bank dedicated to providing innovative financial solutions to businesses and individuals. Our goal is to enhance financial inclusion by offering a comprehensive suite of services tailored to meet the diverse needs of our clients. As a wealth manager you are expected to mobilize fixed deposits, manage high-value client relationships, drive investment product sales, and support the bank’s liability growth strategy.DUTIES AND RESPONSIBILITIES• Achieve 100% of monthly deposit mobilisation target of 100m in monthly net growth• Manage cost of funds within the approved limits• Identify, prospect, and onboard High Net-worth Individuals (HNIs), corporate, and institutional clients for deposit mobilisation.• Promote and structure Fixed Deposit, Savings, and Investment products in line with bank pricing and risk guidelines.• Maintain strong, professional client relationships through regular engagement and portfolio reviews.• Prepare and present investment proposals, indicative offers, and term sheets to clients.• Track market interest rates and competitor offerings to support pricing decisions.• Ensure proper documentation, KYC compliance, and adherence to internal credit and risk policies. • Achieve monthly and quarterly liability mobilisation targets.• Collaborate with Operations, Finance, and Compliance to ensure seamless transaction processing. • Prepare weekly/monthly business development performance reports.KEY QUALIFICATIONS & REQUIREMENTSBachelor’s Degree in Finance, Economics, Business or related field.Minimum of 2–5 years experience in deposit mobilisation/wealth management (preferably in Microfinance Banks, commercial bank, asset management or investment finance).Strong existing network of HNIs and corporate clients.Excellent communication, negotiation, and relationship management skills.Strong understanding of investment products, treasury, and market rates.